The Dow Jones Industrial Average (DJIA) index jumped on Monday even as the S&P 500 (SPX) and Nasdaq 100 (NDX) fell. The broader stock market drop came after President Donald Trump proposed a 100% tariff on foreign-made films. It’s unclear what the terms of this tariff would cover, but it sent entertainment stocks down on Monday.
The Dow Jones index was insulated from this fall as it has limited exposure to entertainment companies. Disney is on the index, but it didn’t take long for it to recover from the tariff news today. Aside from DIS, Apple (AAPL) is the closest company that would likely be affected by the tariff, and its shares were down 2.41% as of this writing. Investors will note that Chevron (CVX) stock also slipped significantly today.
Despite today’s tariff news, the Dow Jones index was up 0.19% on Monday. This continues a recent rally for the index, with a 3.18% gain over the last five trading days. However, there’s still a long ways to go before it bounces back from a rough start to 2025, with the DJIA down 7.67% year-to-date.
Dow Jones Index Stocks Update Today
Turning to the TipRanks Dow Jones heatmap, traders can see which stocks are lifting the index up today. Strength in the financial sector was a big reason for the DJIA rising today, as were strong individual gains for UnitedHealth (UNH) and International Business Machines (IBM).
What This Means for DIA Stock
The SPDR Dow Jones Industrial Average ETF Trust (DIA), an exchange-traded fund (ETF) that tracks the Dow Jones index, rose 0.29% alongside the DJIA today. Still, the ETF remains down in 2025 with a 2.51% drop year-to-date.
Turning to Wall Street, the analysts’ consensus rating for the SPDR Dow Jones Industrial Average ETF Trust is Moderate Buy, based on the 29 Buy and two Hold consensus ratings for its constituent stocks. With that comes an average price target of $472.20, representing a potential 14.01% upside for DIA stock.
